Hershey
664 hedge funds and large institutions have $12.6B invested in Hershey in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 199 increasing their positions, 209 reducing their positions, and 44 closing their positions.
95% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 44
12% more capital invested
Capital invested by funds: $11.3B → $12.6B (+$1.3B)
5% more funds holding
Funds holding: 631 → 664 (+33)
2.17% more ownership
Funds ownership: 73.53% → 75.69% (+2.2%)
5% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 209
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
19% less call options, than puts
Call options by funds: $72.1M | Put options by funds: $89.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$114M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$90.9M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$53.9M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$47.2M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$103M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$97.1M |
| 3 |
Renaissance Technologies
New York
|
-$59.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$57.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$49.7M |
HSY Hedge Fund Activity: Q4 2014 in Review
664 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2014, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new HSY positions and 44 closed out — a net gain of 42 holders — while 199 added to existing stakes and 209 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $114M. The largest seller was American Century Companies, cutting an estimated $103M.
- 664 institutional investors held Hershey (HSY) as of Q4 2014, up from 631 in Q3 2014.
- Funds reported $12.6B of Hershey stock for Q4 2014, up 12% quarter-over-quarter.
- 86 funds opened new Hershey positions in Q4 2014 and 44 closed out, a net change of +42 holders.
- The largest Hershey buyer in Q4 2014 was Citadel Advisors, an estimated $114M added.
- The largest Hershey seller in Q4 2014 was American Century Companies, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2014.